Rivian Automotive (NasdaqGS:RIVN) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Percoco - Executive Director of Equity ResearchClaire McDonough - CFOJavier Varela - COOJoseph Spak - Managing DirectorRJ Scaringe - CEOConference Call ParticipantsBen Kallo - Senior Research AnalystChris Pierce - Senior AnalystDan Levy - Senior Equity Research AnalystEmmanuel Rosner - Managing Director and Senior Autos and Auto Tech AnalystGeorge Gianarikas - Managing Director and Senior Analyst ...

American Well (NYSE:AMWL) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsEric Percher - Co-founderIdo Schoenberg - Chairman and CEOMark Hirschhorn - CFO and COOConference Call ParticipantsCraig Hettenbach - Managing Director and Senior Equity Research AnalystDave Larsen - Managing Director, Senior Healthcare IT and Digital Health AnalystJailendra Singh - Managing Director and Senior Equity Research AnalystRyan MacDonald - Managing Director and Senior Equity Research AnalystNone - An ...

JFrog (NasdaqGS:FROG) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Sherman - DirectorBrian Essex - Executive DirectorEamon Coughlin - VP in Software Equity ResearchEd Grabscheid - CFOJason Ader - Partner and Co-Group Head of Technology, Media, and CommunicationsJeffrey Schreiner - Head of Investor RelationsJonathan Ruykhaver - Managing DirectorMiller Jump - Equity Research AssociateOscar Saavedra - Equity Research Associate in SoftwareRadi Sultan - Director in Software Equi ...

Airbnb (NasdaqGS:ABNB) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Slabin - VP of Investor RelationsBrian Chesky - Co-founder and CEOBrian Nowak - Managing DirectorDoug Anmuth - Managing DirectorEllie Mertz - CFOKen Gawrelski - Managing DirectorLee Horowitz - Co-Head of Internet Equity ResearchMark Mahaney - Senior Managing Director and Head of Internet ResearchRichard Clarke - Managing DirectorConference Call ParticipantsJed Kelly - Managing Director and Senior AnalystJoh ...

Rivian Automotive (NasdaqGS:RIVN) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Percoco - Executive Director of Equity ResearchClaire McDonough - CFOJames Picariello - Director and Head of US Autos ResearchJavier Varela - COOJoseph Spak - Managing DirectorRJ Scaringe - CEO and FounderConference Call ParticipantsBen Kallo - Senior Research AnalystChris Pierce - Senior AnalystDan Levy - Senior Equity Research AnalystEmmanuel Rosner - Managing Director and Senior Autos and Auto ...

PDF Solutions (NasdaqGS:PDFS) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAdnan Raza - CFOJohn Kibarian - President and CEOConference Call ParticipantsBlair Abernethy - Senior Research AnalystClark Wright - VP and Research AnalystOperatorAt this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. As a reminder, this ...

Federal Realty Investment Trust (NYSE:FRT) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsDaniel Guglielmone - CFODonald Wood - CEOGreg McGinniss - DirectorJeff Kreshek - President, West CoastJill Sawyer - Senior VP of Investor RelationsWendy Seher - President and COO, Eastern RegionNone - Company RepresentativeConference Call ParticipantsAlexander Goldfarb - AnalystAndrew Reilly - AnalystCooper Clark - AnalystCraig Mailman - Director and Equity Research AnalystFloris van Dijkum - A ...

Fortune Brands Innovations (NYSE:FBIN) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsCurt Worthington - VP of Finance and Investor RelationsJon Baksht - CFONick Fink - CEOPhil Ng - Managing DirectorStephen Kim - Senior Managing Director and Head of the Housing Research TeamSusan Kilsby - Non-Executive Chair of the BoardConference Call ParticipantsJohn Lovallo - Managing Director and Senior Equity AnalystMatthew Bouley - Director and Senior Equity Research AnalystMichael Rehaut - Ma ...

Financial Data and Key Metrics Changes - The company reported record total revenues of $219.0 million for the full year 2025, a 22% increase from $179.5 million in 2024, and Q4 revenues of $62.4 million, up 25% year-over-year from $50.1 million [15][19] - Gross margin for Q4 was 77%, and operating margin was 24%, while for the full year, gross margin was 76% and operating margin was 21%, exceeding previous long-term targets [19][23] - Earnings per share (EPS) for the full year was $0.94, reflecting a 12% growth from $0.84 in the prior year [21] Business Line Data and Key Metrics Changes - Platform revenue for Q4 was $52.5 million, up 20% year-over-year, while volume-based revenue was $9.9 million, up 58% [16] - For the full year, platform revenue was $181.0 million, a 15% increase, and volume-based revenue was $38 million, up 70% year-over-year [17] - Recurring revenue for Q4 was $61.1 million, up 62% year-over-year, and for the full year, it was $205.1 million, a 41% increase [17] Market Data and Key Metrics Changes - The semiconductor industry is projected to exceed $1 trillion in revenue, with increasing complexity in manufacturing processes driving demand for AI-driven collaboration [4][12] - The company anticipates continued growth in 2026, consistent with a long-term target of 20% CAGR, driven by increased customer activity across various segments [12][23] Company Strategy and Development Direction - The company aims to evolve from an analytics platform provider to an AI-driven collaboration platform, enhancing its offerings to meet the needs of customers in the semiconductor industry [5][11] - Strategic acquisitions, such as secureWISE, and partnerships with companies like SAP are integral to expanding the company's capabilities and market reach [7][18] - The focus for the next phase includes establishing orchestration, analytics, and data components across the industry [11][23] Management's Comments on Operating Environment and Future Outlook - Management highlighted the accelerating need for AI-driven collaboration in the semiconductor industry, with expectations for increased customer activity in 2026 [12][23] - The company is optimistic about launching advanced memory solutions and expanding its eProbe machine installations, anticipating nearly doubling the number in the field [12][23] - Management expressed confidence in achieving revenue growth consistent with long-term targets, even without inorganic growth contributions [13][23] Other Important Information - The company ended 2025 with a backlog of $254 million and generated positive operating cash flow of approximately $24 million [18][22] - Capital expenditures for 2025 were approximately $33 million, primarily related to DirectScan systems, with expectations for similar spending in 2026 [22] Q&A Session Summary Question: Clarification on DirectScan systems shipped - The company confirmed that four DirectScan systems were shipped in 2025, with a total of six currently in the field [30] Question: CapEx spending and future expectations - Management indicated that CapEx spending in 2026 is expected to be managed evenly throughout the year, with potential variations [38] Question: SAP relationship and expectations - The company continues to see increased needs for orchestration and expects to build on its partnership with SAP to enhance customer engagement [42][44] Question: Balance sheet and debt levels - Management expressed comfort with current debt levels, indicating a focus on balancing CapEx spending while gradually paying down debt [46][49] Question: Revenue methodology and growth expectations - The company provided insights into its new revenue categorization, emphasizing the importance of volume-based revenue and cross-selling opportunities with secureWISE [52][56]

VistaGen Therapeutics (NasdaqCM:VTGN) Q3 2026 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsJoshua Prince - COOMark McPartland - Senior Vice President, Investor RelationsNick Tressler - CFOShawn K. Singh - President and CEOConference Call ParticipantsAndrew Fein - Managing Director and Senior Biotechnology AnalystMyles Minter - Biotech Equity Research AnalystNone - AnalystOperatorGood day, everyone. Thank you for standing by. Welcome to the Vistagen Therapeutics Fiscal Year 2026, third qua ...